Brown Advisory
INVH icon

Brown Advisory’s Invitation Homes INVH Stock Holding History

Brown Advisory’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,566
Closed -$215K – 1397
2025
Q2 		$215K Buy
6,566
+93
+1% +$3.12K ﹤0.01% 1276
2025
Q1 		$226K Buy
+6,473
New +$209K ﹤0.01% 1231
2024
Q4 		– Sell
-5,786
Closed -$204K – 1355
2024
Q3 		$204K Buy
+5,786
New +$207K ﹤0.01% 1208

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brown Advisory's INVH Position: Q3 2025 in Review

Brown Advisory sold out of Invitation Homes (INVH) in Q3 2025, closing a stake of 6,566 shares — an estimated $215K sold.

Brown Advisory first reported a position in INVH in Q3 2024 and held it in 3 quarters. The position peaked at $226K in Q1 2025. 570 funds tracked by Wall St. Rank hold INVH as of Q3 2025.

  • Brown Advisory reported no remaining Invitation Homes position as of Q3 2025 after selling out during the quarter.
  • Brown Advisory sold 6,566 Invitation Homes shares in Q3 2025, an estimated $215K.
  • Brown Advisory first reported a position in Invitation Homes in Q3 2024 and held it in 3 quarters.
  • Brown Advisory's Invitation Homes position peaked at $226K in Q1 2025.
  • 570 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2025.

Based on Brown Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.